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Connor, Clark & Lunn Investment Management Ltd. Top Holdings and 13F Report (2026)

About Connor, Clark & Lunn Investment Management Ltd.

Investment Activity

  • Connor, Clark & Lunn Investment Management Ltd. has $57.20 billion in total holdings as of September 30, 2026.
  • Connor, Clark & Lunn Investment Management Ltd. owns shares of 1,533 different stocks, but just 177 companies or ETFs make up 80% of its holdings.
  • Approximately 19.04% of the portfolio was purchased this quarter.
  • About 11.10% of the portfolio was sold this quarter.
  • This quarter, Connor, Clark & Lunn Investment Management Ltd. has purchased 1,622 new stocks and bought additional shares in 668 stocks.
  • Connor, Clark & Lunn Investment Management Ltd. sold shares of 628 stocks and completely divested from 285 stocks this quarter.

Largest Holdings

Royal Bank Of Canada
$2,260,379,998
NVIDIA
$1,755,284,146
Toronto Dominion Bank
$1,569,249,300
Apple
$1,365,449,936
Agnico Eagle Mines
$1,102,088,207

Largest New Holdings this Quarter

G0593M107 - AstraZeneca
$284,563,587 Holding
284902509 - Eldorado Gold
$81,469,378 Holding
30609A109 - ONEOK INC NEW
$69,496,159 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP
$69,451,284 Holding
60770K107 - Moderna
$52,742,034 Holding

Largest Purchases this Quarter

NVIDIA
1,792,220 shares (about $409.31M)
AstraZeneca
1,762,331 shares (about $284.56M)
WALMART INC
2,724,462 shares (about $283.13M)
Canadian National Railway
1,694,895 shares (about $201.74M)
Canadian Natural Resources
3,821,706 shares (about $179.75M)

Largest Sales this Quarter

Taiwan Semiconductor Manufacturing
444,568 shares (about $202.81M)
Texas Instruments
580,977 shares (about $162.73M)
Amazon.com
581,426 shares (about $144.86M)
ASML
76,295 shares (about $138.22M)
Visa
363,653 shares (about $130.67M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofConnor, Clark & Lunn Investment Management Ltd.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$2,260,379,998$110,518,185 ▲5.1%11,490,7404.0%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,755,284,146$409,307,204 ▲30.4%7,685,8053.1%Technology
Toronto Dominion Bank (The) stock logo
TD
Toronto Dominion Bank
$1,569,249,300$175,418,081 ▲12.6%13,346,0202.7%Finance
Apple Inc. stock logo
AAPL
Apple
$1,365,449,936$141,454,574 ▲11.6%4,100,2042.4%Technology
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$1,102,088,207$4,136,253 ▲0.4%6,017,9501.9%Materials
Suncor Energy  Inc. stock logo
SU
Suncor Energy
$1,082,309,060$51,770,007 ▲5.0%15,958,9031.9%Energy
Microsoft Corporation stock logo
MSFT
Microsoft
$1,002,187,110$128,059,846 ▲14.7%1,953,9621.8%Technology
SHOPIFY INC
$995,876,255$120,482,932 ▲13.8%6,719,0421.7%CL A SUB VTG SHS
Canadian Imperial Bank of Commerce stock logo
CM
Canadian Imperial Bank of Commerce
$913,272,935$35,574,324 ▲4.1%8,292,1881.6%Finance
Enbridge Inc stock logo
ENB
Enbridge
$890,744,945$67,977,744 ▼-7.1%19,162,1741.6%Energy
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$877,134,752$201,740,245 ▲29.9%7,369,1361.5%Industrials
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$848,490,298$58,931,371 ▲7.5%9,962,9421.5%Industrials
TC Energy Corporation stock logo
TRP
TC Energy
$774,887,678$80,896,198 ▼-9.5%13,384,3761.4%Energy
CELESTICA INC
$757,839,209$89,923,233 ▲13.5%2,094,5681.3%COM
Bank Of Montreal stock logo
BMO
Bank Of Montreal
$753,633,156$111,580,417 ▲17.4%4,506,7271.3%Finance
Invesco MSCI USA ETF stock logo
PBUS
Invesco MSCI USA ETF
$736,801,4050.0%9,625,1001.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$707,726,868$169,177,003 ▲31.4%2,015,2251.2%Technology
Bank of Nova Scotia (The) stock logo
BNS
Bank of Nova Scotia
$622,786,168$27,831,274 ▲4.7%6,849,1261.1%Finance
Cenovus Energy Inc stock logo
CVE
Cenovus Energy
$602,958,704$158,924,889 ▲35.8%19,395,9801.1%Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$600,286,785$50,123,166 ▲9.1%1,744,6141.0%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$600,007,016$144,862,288 ▼-19.4%2,408,2161.0%Consumer Discretionary
Micron Technology, Inc. stock logo
MU
Micron Technology
$501,696,633$40,776,671 ▲8.8%471,0280.9%Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$496,615,145$47,444,435 ▲10.6%811,7810.9%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$461,764,033$3,111,638 ▼-0.7%1,355,1800.8%Communication Services
Waste Connections, Inc. stock logo
WCN
Waste Connections
$402,331,508$19,169,618 ▲5.0%2,613,4230.7%Industrials
Canadian Natural Resources Limited stock logo
CNQ
Canadian Natural Resources
$394,586,439$179,754,903 ▲83.7%8,389,1640.7%Energy
BARRICK MNG CORP
$374,351,146$64,644,413 ▲20.9%9,205,5430.7%COM SHS
Meta Platforms, Inc. stock logo
META
Meta Platforms
$364,214,403$51,128,816 ▲16.3%502,2400.6%Communication Services
ASML Holding N.V. stock logo
ASML
ASML
$360,533,200$138,221,363 ▼-27.7%199,0060.6%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$359,282,378$95,256,839 ▲36.1%721,5230.6%Finance
WALMART INC
$349,311,596$283,126,091 ▲427.8%3,361,3510.6%COM
Kinross Gold Corporation stock logo
KGC
Kinross Gold
$334,871,731$65,188,489 ▲24.2%13,893,5230.6%Materials
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$331,589,913$202,807,476 ▼-38.0%726,8680.6%Technology
Teck Resources Ltd stock logo
TECK
Teck Resources
$308,904,247$105,423,183 ▲51.8%4,691,4610.5%Materials
Union Pacific Corporation stock logo
UNP
Union Pacific
$298,020,992$35,382,615 ▲13.5%1,095,1420.5%Industrials
McDonald's Corporation stock logo
MCD
McDonald's
$290,547,692$62,808,290 ▲27.6%1,258,1090.5%Consumer Discretionary
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$284,563,587$284,563,587 ▲New Holding1,762,3310.5%Healthcare
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$282,597,757$117,593,170 ▲71.3%310,4310.5%Consumer Staples
Manulife Financial Corp stock logo
MFC
Manulife Financial
$282,240,442$39,868,580 ▲16.4%6,623,4570.5%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$274,430,346$159,945,499 ▲139.7%2,549,7570.5%Technology
Chevron Corporation stock logo
CVX
Chevron
$273,260,753$22,049,779 ▼-7.5%1,338,1360.5%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$262,471,920$30,203,456 ▲13.0%793,3740.5%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$260,808,913$15,646,307 ▼-5.7%472,9340.5%Finance
Enerflex Ltd. stock logo
EFXT
Enerflex
$254,678,584$51,855,096 ▼-16.9%11,192,8170.4%Energy
SLB Limited stock logo
SLB
SLB
$254,029,685$106,230,208 ▲71.9%5,214,0740.4%Energy
Anheuser-Busch InBev SA/NV stock logo
BUD
Anheuser-Busch InBev SA/NV
$244,376,208$33,797,082 ▲16.0%3,326,2040.4%Consumer Staples
The Boeing Company stock logo
BA
Boeing
$242,813,111$87,169,448 ▲56.0%1,305,0960.4%Industrials
RTX Corporation stock logo
RTX
RTX
$242,207,530$77,340,490 ▲46.9%1,304,6460.4%Industrials
Cameco Corporation stock logo
CCJ
Cameco
$241,969,553$15,155,783 ▼-5.9%2,790,9120.4%Energy
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$240,403,309$63,766,898 ▲36.1%260,6450.4%Technology
Visa Inc. stock logo
V
Visa
$239,449,966$130,671,432 ▼-35.3%666,3790.4%Finance
Fortis stock logo
FTS
Fortis
$238,404,781$48,769,665 ▼-17.0%4,513,3410.4%Utilities
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$234,604,832$9,878,077 ▲4.4%1,756,5300.4%Materials
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$230,608,708$14,130,145 ▲6.5%2,700,0200.4%Consumer Discretionary
HDFC Bank Limited stock logo
HDB
HDFC Bank
$225,651,626$27,834,523 ▲14.1%10,100,7890.4%Finance
Zscaler, Inc. stock logo
ZS
Zscaler
$224,774,658$80,283,501 ▲55.6%1,127,1420.4%Technology
CSX Corporation stock logo
CSX
CSX
$222,814,573$71,640,562 ▲47.4%4,790,6810.4%Industrials
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$219,619,038$133,722,821 ▲155.7%2,222,1900.4%Healthcare
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$216,130,326$2,280,565 ▼-1.0%438,9770.4%Finance
Baytex Energy Corp stock logo
BTE
Baytex Energy
$216,076,922$6,141,747 ▼-2.8%47,821,2840.4%Energy
Baker Hughes Company stock logo
BKR
Baker Hughes
$213,005,632$75,504,684 ▲54.9%3,879,8840.4%Energy
American Express Company stock logo
AXP
American Express
$203,765,246$66,045,654 ▲48.0%670,0600.4%Finance
LINDE PLC
$194,981,948$56,296,338 ▲40.6%410,7910.3%SHS
LAM RESEARCH CORP
$192,857,380$61,560,474 ▼-24.2%587,0670.3%COM NEW
Booking Holdings Inc. stock logo
BKNG
Booking
$192,235,266$154,128,825 ▲404.5%1,180,0090.3%Consumer Discretionary
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$191,165,109$14,663,755 ▼-7.1%1,038,7150.3%Technology
ARISTA NETWORKS INC
$189,628,816$13,257,781 ▲7.5%931,4250.3%COM SHS
International Business Machines Corporation stock logo
IBM
International Business Machines
$189,357,751$63,256,927 ▲50.2%860,9910.3%Technology
Intel Corporation stock logo
INTC
Intel
$189,331,952$97,814,679 ▲106.9%1,574,7480.3%Technology
Tesla, Inc. stock logo
TSLA
Tesla
$184,458,268$1,330,892 ▼-0.7%519,8790.3%Consumer Discretionary
AbbVie Inc. stock logo
ABBV
AbbVie
$183,584,385$12,996,576 ▼-6.6%701,8020.3%Healthcare
MDA SPACE LTD
$181,318,290$47,540,167 ▼-20.8%6,121,6410.3%COM
Vertiv Holdings Co. stock logo
VRT
Vertiv
$179,868,130$64,008,684 ▲55.2%745,3820.3%Industrials
ICICI Bank Limited stock logo
IBN
ICICI Bank
$177,846,077$69,749,299 ▲64.5%6,455,3930.3%Finance
Spotify Technology stock logo
SPOT
Spotify Technology
$174,297,810$76,689,730 ▲78.6%357,6220.3%Communication Services
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$170,950,971$160,512,843 ▲1,537.8%430,2710.3%Technology
B2Gold Corp stock logo
BTG
B2Gold
$167,726,083$17,522,858 ▲11.7%32,124,5580.3%Materials
Franco-Nevada Corporation stock logo
FNV
Franco-Nevada
$165,591,648$15,013,464 ▲10.0%695,5340.3%Materials
Starbucks Corporation stock logo
SBUX
Starbucks
$164,825,572$91,046,301 ▲123.4%1,754,2100.3%Consumer Discretionary
Western Digital Corporation stock logo
WDC
Western Digital
$164,793,104$42,301,591 ▲34.5%362,6130.3%Technology
HudBay Minerals Inc stock logo
HBM
HudBay Minerals
$163,613,123$51,410,758 ▲45.8%6,120,7050.3%Materials
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$161,732,919$100,364,514 ▼-38.3%1,654,7260.3%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$161,655,686$23,444,821 ▲17.0%877,1810.3%Consumer Discretionary
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$157,902,062$39,036,081 ▲32.8%1,193,4250.3%Consumer Discretionary
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$157,512,008$25,415,104 ▲19.2%690,5090.3%Finance
Imperial Oil Limited stock logo
IMO
Imperial Oil
$155,021,264$21,052,044 ▲15.7%1,260,5650.3%Energy
BLACKROCK INC
$154,458,484$22,402,941 ▲17.0%145,9510.3%COM
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$154,325,545$46,302,870 ▼-23.1%133,3750.3%Healthcare
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$152,043,435$44,345,099 ▲41.2%414,1970.3%Healthcare
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$151,518,171$32,549,223 ▲27.4%297,5320.3%Industrials
Atlassian Corporation PLC stock logo
TEAM
Atlassian
$151,512,242$18,204,569 ▼-10.7%845,0680.3%Technology
Nutanix stock logo
NTNX
Nutanix
$151,075,217$17,549,904 ▲13.1%2,145,6500.3%Technology
Sprott Inc. stock logo
SII
Sprott
$149,854,850$6,266,510 ▲4.4%1,256,1100.3%Finance
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$148,825,254$17,397,394 ▼-10.5%4,936,1610.3%Energy
Banco Bilbao Vizcaya Argentaria S.A. stock logo
BBVA
Banco Bilbao Vizcaya Argentaria
$145,666,234$20,545,318 ▲16.4%5,226,6320.3%Finance
Vale S.A. stock logo
VALE
Vale
$145,234,417$90,902,153 ▲167.3%10,830,3070.3%Materials
HubSpot, Inc. stock logo
HUBS
HubSpot
$142,376,033$15,832,860 ▲12.5%694,5850.2%Technology
Synopsys, Inc. stock logo
SNPS
Synopsys
$139,573,116$57,291,167 ▼-29.1%320,9020.2%Technology
Restaurant Brands International Inc. stock logo
QSR
Restaurant Brands International
$138,096,092$2,628,035 ▼-1.9%1,940,7290.2%Consumer Discretionary
Quanta Services, Inc. stock logo
PWR
Quanta Services
$130,613,930$36,778,557 ▼-22.0%203,2870.2%Industrials

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